Construction CRM
Manage projects, contractors, and budgets in one organized spreadsheet. The complete CRM for construction companies, contractors, and project managers.
What's Included
- Project pipeline and milestone tracker
- Contractor and subcontractor database
- Materials and cost tracking
- Invoice and payment log
- Site visit and inspection scheduler
- Budget vs. actual dashboard
- Document checklist per project
- Lifetime updates
The Construction CRM keeps every project, contractor, and budget line organized — so you can focus on building, not chasing paperwork.
Whether you’re running one job site or managing a portfolio of projects, this template gives you full visibility from quote to completion.
Why a Spreadsheet?
Construction ERP and project management software can cost $200–$500/month — and usually requires weeks of onboarding. This template tracks every project, contractor, cost, and invoice without the learning curve. Your team already knows how to use a spreadsheet. There’s nothing new to learn.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Active projects, total budget, costs to date, and overdue tasks |
| Projects | Project database with status, client, start/end dates, and value |
| Pipeline | Quote-to-completion stage tracker |
| Contractors | Subcontractor directory with speciality, rates, and availability |
| Costs | Line-by-line materials and labour cost tracker |
| Invoices | Invoice log with issued, paid, and overdue tracking |
| Schedule | Site visits and inspection planner |
Who It’s For
- General contractors managing multiple active projects
- Construction project managers tracking costs and timelines
- Small construction firms without a dedicated ERP system
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
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